Lazard Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lazard Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-43,158	Closed	-$1.34M	–	2105
2026 Q1	$1.34M	Hold	43,158	–	–	﹤0.01%	1074
2025 Q4	$1.3M	Hold	43,158	–	–	﹤0.01%	1068
2025 Q3	$1.28M	Sell	43,158 -10,446	-19%	-$304K	﹤0.01%	1054
2025 Q2	$1.5M	Hold	53,604	–	–	﹤0.01%	1115
2025 Q1	$1.4M	Hold	53,604	–	–	﹤0.01%	1081
2024 Q4	$1.49M	Hold	53,604	–	–	﹤0.01%	988
2024 Q3	$1.48M	Hold	53,604	–	–	﹤0.01%	952
2024 Q2	$1.39M	Hold	53,604	–	–	﹤0.01%	908
2024 Q1	$1.45M	Hold	53,604	–	–	﹤0.01%	880
2023 Q4	$1.34M	Hold	53,604	–	–	﹤0.01%	905
2023 Q3	$1.21M	Hold	53,604	–	–	﹤0.01%	943
2023 Q2	$1.27M	Hold	53,604	–	–	﹤0.01%	954
2023 Q1	$1.21M	Hold	53,604	–	–	﹤0.01%	990
2022 Q4	$1.17M	Hold	53,604	–	–	﹤0.01%	983
2022 Q3	$1.08M	Hold	53,604	–	–	﹤0.01%	981
2022 Q2	$1.12M	Hold	53,604	–	–	﹤0.01%	991
2022 Q1	$1.35M	Hold	53,604	–	–	﹤0.01%	958
2021 Q4	$1.44M	Hold	53,604	–	–	﹤0.01%	965
2021 Q3	$1.37M	Hold	53,604	–	–	﹤0.01%	985
2021 Q2	$1.4M	Hold	53,604	–	–	﹤0.01%	906
2021 Q1	$1.33M	Hold	53,604	–	–	﹤0.01%	852
2020 Q4	$1.22M	Hold	53,604	–	–	﹤0.01%	870
2020 Q3	$991K	Hold	53,604	–	–	﹤0.01%	804
2020 Q2	$940K	Buy	+53,604	New	+$874K	﹤0.01%	766

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lazard Asset Management's SCHM Position: Q2 2026 in Review

Lazard Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 43,158 shares — an estimated $1.34M sold.

Lazard Asset Management first reported a position in SCHM in Q2 2020 and held it in 24 quarters. The position peaked at $1.5M in Q2 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Lazard Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Lazard Asset Management sold 43,158 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.34M.
Lazard Asset Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 24 quarters.
Lazard Asset Management's Schwab US Mid-Cap ETF position peaked at $1.5M in Q2 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.